How to use the Pipedrive-Mailchimp integration

A seamless 2-way connection between Pipedrive and Mailchimp:

Here’s how to use our Pipedrive-Mailchimp integration:

First, sign up for an Outfunnel account, adding your email, name, and password. Then, connect your Mailchimp and Pipedrive accounts as per on-screen instructions.

Automate syncing data from Pipedrive to Mailchimp

Go Outfunnel > Automations and click on New automation.

First, choose whether to sync all Pipedrive contacts or only contacts you’ve defined with a filter. Your Pipedrive filters will be visible if you click on the arrow down. As you’re syncing contacts, not Deals, then only Pipedrive People filters are visible in Outfunnel.

Next, choose which Mailchimp list you’d like the contacts to be synced to.

You can sync different Pipedrive filters to different Mailchimp lists (eg. separate email lists for different regions or pipeline stages) or you can sync multiple Pipedrive filters to the same Mailchimp list (eg. a filter with open Deals for each sales rep, all synced to one big newsletter list)

Finally, select which fields or custom fields you’d like to sync to Mailchimp. You can choose up to 30 fields from all your Person and Organization fields and custom fields.

Please also note it takes 3-10 minutes for your chosen Pipedrive contacts to appear in Mailchimp.

Please also note that Outfunnel creates these fields in Mailchimp automatically, you don’t need to pre-create them.

Then, automate syncing data from Mailchimp to Pipedrive.

In the Outfunnel > Automations page, scroll down to Mailchimp to Pipedrive automations and click on New automation.

First, choose whether you’d like to sync activity from all Mailchimp lists or a specific Mailchimp list only.

Then select what events you’d like recorded in Pipedrive. The default settings are:

You can change these defaults and choose which Pipeline is used for creating new Deals and who the Deal Owner is. 

Please note:

New Deals will be created in the exact stage you define in this screen, email activity will be recorded in the Deal view even if the Deal is currently in another stage in the same pipeline. Email activity can’t be reflected in multiple Deals at the same time.

That’s it. You’re ready to start sending email campaigns from Mailchimp and seeing activity reflected in Pipedrive.

Couple of things to keep in mind:

Finally, here’s a video that Pipedrive consultant Paul Minors has produced about Outfunnel.

Want to learn how to get more of Outfunnel? Check out this post which describes the eight powerful automations you get with Outfunnel.

Written by Andrus Purde